See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,331 | $202,318-77.1% | $172,739-73.2% | $152,861-69.7% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 16.86% | 1029.65%-1012.8pp | 802.84%-786.0pp | 345.32%-328.5pp |
| Employer contribution / active EE | $1,297 | $5,856-77.9% | $5,143-74.8% | $4,762-72.8% |
| Participant deferral / active EE | $3,850 | $5,948-35.3% | $5,198-25.9% | $5,850-34.2% |
| Admin fee / account holder | $3,072 | $17,109-82.0% | $13,954-78.0% | $11,596-73.5% |